Total Clarity Wealth Management’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Total Clarity Wealth Management’s Portfolio FVC Stock Details FVC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-20,032	Closed	-$673K	–	224
2023 Q2	$673K	Buy	20,032 +199	+1%	+$6.51K	0.33%	81
2023 Q1	$654K	Buy	+19,833	New	+$687K	0.36%	70

Other funds holding FVC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Total Clarity Wealth Management's FVC Position: Q3 2023 in Review

Total Clarity Wealth Management sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q3 2023, closing a stake of 20,032 shares — an estimated $673K sold.

Total Clarity Wealth Management first reported a position in FVC in Q1 2023 and held it in 2 quarters. The position peaked at $673K in Q2 2023. 54 funds tracked by Wall St. Rank hold FVC as of Q3 2023.

Total Clarity Wealth Management reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q3 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 20,032 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q3 2023, an estimated $673K.
Total Clarity Wealth Management first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q1 2023 and held it in 2 quarters.
Total Clarity Wealth Management's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $673K in Q2 2023.
54 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q3 2023.

Based on Total Clarity Wealth Management's 13F filing for Q3 2023, filed 25 Oct 2023.